Sugarloaf Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $178K | Buy |
3,412
+80
| +2% | +$4.18K | 0.03% | 180 |
|
|
2024
Q3 | $170K | Sell |
3,332
-500
| -13% | -$25.5K | 0.03% | 192 |
|
|
2024
Q2 | $175K | Buy |
3,832
+488
| +15% | +$22.2K | 0.04% | 162 |
|
|
2024
Q1 | $146K | Sell |
3,344
-390
| -10% | -$17K | 0.03% | 192 |
|
|
2023
Q4 | $151K | Buy |
3,734
+4
| +0.1% | +$161 | 0.04% | 181 |
|
|
2023
Q3 | $157K | Buy |
3,730
+38
| +1% | +$1.6K | 0.04% | 158 |
|
|
2023
Q2 | $167K | Buy |
3,692
+4
| +0.1% | +$181 | 0.04% | 156 |
|
|
2023
Q1 | $165K | Sell |
3,688
-105
| -3% | -$4.69K | 0.04% | 150 |
|
|
2022
Q4 | $173K | Sell |
3,793
-104
| -3% | -$4.75K | 0.04% | 141 |
|
|
2022
Q3 | $158K | Buy |
3,897
+44
| +1% | +$1.78K | 0.04% | 148 |
|
|
2022
Q2 | $161K | Sell |
3,853
-41
| -1% | -$1.71K | 0.04% | 143 |
|
|
2022
Q1 | $203K | Buy |
3,894
+37
| +1% | +$1.93K | 0.05% | 120 |
|
|
2021
Q4 | $183K | Buy |
3,857
+39
| +1% | +$1.85K | 0.04% | 135 |
|
|
2021
Q3 | $174K | Sell |
3,818
-814
| -18% | -$37.1K | 0.05% | 137 |
|
|
2021
Q2 | $197K | Sell |
4,632
-160
| -3% | -$6.81K | 0.05% | 127 |
|
|
2021
Q1 | $245 | Buy |
4,792
+61
| +1% | +$3 | 0.07% | 104 |
|
|
2020
Q4 | $194K | Sell |
4,731
-993
| -17% | -$40.7K | 0.06% | 118 |
|
|
2020
Q3 | $217K | Sell |
5,724
-59
| -1% | -$2.24K | 0.08% | 107 |
|
|
2020
Q2 | $227K | Buy |
5,783
+52
| +0.9% | +$2.04K | 0.09% | 98 |
|
|
2020
Q1 | $222K | Sell |
5,731
-1,089
| -16% | -$42.2K | 0.1% | 95 |
|
|
2019
Q4 | $340K | Buy |
+6,820
| New | +$340K | 0.14% | 93 |
|